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Caterpillar shares owned by Stone House Investment Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stone House Investment Management from 13F filings

Historical chart of Stone House Investment Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Stone House Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Stone House Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 36 477.14
2025-06-30 $13k 34 388.21
2025-03-31 $6.6k 20 329.80
2024-09-30 $7.8k 20 391.10
2024-03-31 $3.7k 10 366.40

More positions owned by Stone House Investment Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Procter & Gamble Company (PG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)

View all positions for Stone House Investment Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar